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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,519 | $70,121-90.7% | $63,803-89.8% | $138,895-95.3% |
| Participation rate | 57.1% | 77.2%-20.1pp | 72.7%-15.6pp | 79.9%-22.8pp |
| Annual return | 17.74% | 946.48%-928.7pp | 543.72%-526.0pp | 145.39%-127.7pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $588 | $4,535-87.0% | $3,843-84.7% | $6,396-90.8% |
| Admin fee / account holder | $20 | $6,738-99.7% | $5,196-99.6% | $12,562-99.8% |